13FBOX
Wealth Analytics Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Wealth Analytics Partners, LLC

No.6057
最新持仓市值 (Q2 2026)
$2.76亿
环比变动 Q1 2026
+$2,972.2万+12.1%
持仓股票数
50
新买入
4
加仓
18
减仓
19
清仓
0
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
19.87%18.94%$5,479.2万63.0万股$4,657.5万10.7万股+52.3万股+490.91%加仓
V先锋领航指数基金VTV
18.85%18.9%$5,195.6万23.8万股$4,648.3万23.7万股+757股+0.32%加仓
V先锋领航·TOTALBND
9.2%10.03%$2,536.3万34.9万股$2,467.2万33.5万股+1.4万股+4.13%加仓
V先锋领航斯科茨代尔基金VGIT
5.27%5.8%$1,452.7万24.8万股$1,425.8万23.9万股+8,680股+3.63%加仓
V先锋领航·SPECIALIZED FUNDSVIG
4.9%5.05%$1,349.7万5.7万股$1,241.3万5.8万股-844股-1.46%减仓
V先锋领航指数基金VB
4.56%4.55%$1,258.2万4.2万股$1,119.8万4.3万股-373股-0.87%减仓
英伟达NVDA
4.45%4.19%$1,227.9万5.8万股$1,031.2万5.9万股-1,153股-1.95%减仓
AAlphabet Inc Class CGOOG
3.74%3.35%$1,031.0万2.9万股$823.4万2.9万股+152股+0.53%加仓
亚马逊AMZN
3.12%3.03%$861.5万3.5万股$744.2万3.6万股-924股-2.59%减仓
苹果AAPL
3.06%2.93%$843.0万2.7万股$721.5万2.8万股-1,656股-5.83%减仓
好市多COST
3.02%3.66%$831.7万9,023股$900.3万9,035股-12股-0.13%减仓
IiShares安硕信托IEFA
2.79%2.65%$770.3万8.0万股$651.3万7.2万股+7,558股+10.51%加仓
REALTY INCOME COMO
2.64%2.83%$727.5万11.4万股$695.5万11.4万股+391股+0.34%加仓
Meta平台META
2.03%2.03%$559.1万8,458股$500.3万8,744股-286股-3.27%减仓
微软MSFT
1.93%2.17%$532.9万1.4万股$533.4万1.4万股-567股-3.93%减仓
IiShares安硕·MSCI EAFE ETFEFA
1.36%1.49%$373.8万3.6万股$366.8万3.8万股-1,803股-4.77%减仓
特斯拉TSLA
1.03%1.21%$284.5万7,181股$297.3万7,999股-818股-10.23%减仓
台积电TSM
0.93%0.75%$257.0万6,114股$185.2万5,480股+634股+11.57%加仓
IiShares安硕·RUSSELLIWF
0.87%0.86%$240.6万2.0万股$211.0万4,949股+1.5万股+294.46%加仓
V先锋领航全球基金ESGV
0.73%0.69%$199.9万1.5万股$168.7万1.5万股-29股-0.19%减仓
G通用动力VTI
0.71%0.68%$195.4万5,265股$167.5万5,221股+44股+0.84%加仓
I景顺QQQ信托VOO
0.66%0.61%$181.6万2,523股$149.1万2,584股-61股-2.36%减仓
IiShares安硕·ESGEFA
0.35%0.37%$97.0万9,408股$92.1万9,630股-222股-2.31%减仓
美光科技MU
0.33%0.09%$91.9万935股$22.4万662股+273股+41.24%加仓
IiShares安硕信托DSI
0.3%0.29%$82.0万5,763股$70.2万5,790股-27股-0.47%减仓
IiShares比特币ETFIBIT
0.24%0.3%$66.7万1.8万股$73.4万1.9万股-863股-4.52%减仓
博通AVGO
0.22%0.15%$61.6万1,584股$36.8万1,190股+394股+33.11%加仓
礼来LLY
0.22%0.19%$60.5万525股$46.5万506股+19股+3.75%加仓
QUANTA SVCSPWR
0.21%0.19%$57.7万873股$47.9万873股00.00%持仓不变
SSPDR黄金信托GLD
0.21%0.14%$56.6万1,521股$34.6万805股+716股+88.94%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.2%0.19%$55.7万1.6万股$46.9万1.6万股00.00%持仓不变
沃尔玛WMT
0.18%0.22%$49.8万4,379股$54.4万4,379股00.00%持仓不变
SSPDR道富指数基金NZAC
0.16%0.16%$44.3万9,674股$39.3万9,674股00.00%持仓不变
DD-WAVE QUANTUMQBTS
0.15%0.13%$41.6万2.2万股$31.6万2.2万股+110股+0.50%加仓
SSpaceXSPCX
0.14%$37.9万2,785股$00股+2,785股新买入
IiShares安硕·COREIJR
0.13%0.12%$35.6万2,448股$30.4万2,449股-1股-0.04%减仓
V先锋领航白厅基金VNQ
0.13%0.14%$34.9万3,665股$35.5万4,015股-350股-8.72%减仓
帕兰提尔PLTR
0.12%0.15%$34.3万2,564股$36.8万2,515股+49股+1.95%加仓
BBANK OF AMERBAC
0.12%0.1%$31.9万5,267股$25.7万5,267股00.00%持仓不变
默沙东MRK
0.12%0.13%$31.7万2,627股$31.2万2,593股+34股+1.31%加仓
Q高通QCOM
0.11%0.09%$30.7万1,723股$22.1万1,718股+5股+0.29%加仓
IiShares安硕信托IVV
0.1%0.1%$28.5万378股$24.7万378股00.00%持仓不变
AMD超威AMD
0.09%$24.6万448股$00股+448股新买入
V先锋领航指数基金VOO
0.09%0.09%$23.6万342股$21.0万352股-10股-2.84%减仓
GRAYSCALE BITCOIN TRUST ETFGBTC
0.09%0.1%$23.6万4,710股$24.9万4,710股00.00%持仓不变
IiShares黄金信托IAU
0.08%0.1%$21.2万2,781股$24.5万2,783股-2股-0.07%减仓
CCEREBRAS SYS INC CLASS ACBRS
0.07%$20.4万1,000股$00股+1,000股新买入
应用材料AMAT
0.07%$20.1万337股$00股+337股新买入
GGRAYSCALE ETHEREUM STAKING EETHE
0.05%0.07%$15.2万1.0万股$17.1万1.0万股00.00%持仓不变
RRYDE GROUP LTDRYDE
<0.01%<0.01%$6,3751.0万股$5,4601.0万股00.00%持仓不变

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